Where available, Personal documents provides access to documents associated with the selected shareholder record.

  1. Open the holder menu from the search results or holder record.

  2. Select Personal documents.

  3. Choose the document you want to view.

Good to know

  • Only information held on the register and available to your account will be displayed.

  • Handle shareholder, bank and payment information in line with your organisation’s privacy and information-security requirements.

  • An indicative holding value may change with the underlying market price.

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